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March 7, 2025
Jensen Investment Management, a 100% employee-owned active equity investment management firm, appointed Jeff Wilson to portfolio manager for the Jensen Quality Growth Strategy. With this promotion, Wilson expands his existing role as portfolio manager for the Global Quality Growth Strategy while continuing his contributions as a research analyst across multiple products. Since joining Jensen in 2019, Wilson has made significant contributions, as a senior member of the team, to the firm's investment process, conducting in-depth fundamental research on potential investments and identifying high-quality companies that align with Jensen's long-term investment philosophy within both the Jensen Quality Growth Strategy and the Jensen Global Quality Growth Strategy. His expertise spans both domestic and international markets. The Jensen Quality Growth strategy is offered in a variety of investment vehicles including the Jensen Quality Growth Mutual Fund, Collective Investment Fund Exchange-Traded Fund, Separately Managed Accounts and Unified Managed Accounts. Prior to joining Jensen, Wilson held positions at Scharf Investments as a senior analyst and at Freestone Capital Management as a senior analyst and portfolio manager. He began his career as an equity analyst at ICM Asset Management. Jensen Investment Management also added three employees to the firm's ownership: Holly Campbell, manager, operations; Crista DesRochers, director, clients services; and Alisa Millerd, associate director, operations. Jensen Investment Management is based in Lake Oswego, Oregon.